Northwest Passage Capital Advisors LLC is a large advisory firm based in Milwaukee. It manages $1 billion of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Wisconsin.
Northwest Passage Capital Advisors provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Northwest Passage Capital Advisors LLC is $1 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Northwest Passage Capital Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to insurance companies and corporations or other businesses. The largest group of clients of Northwest Passage Capital Advisors is insurance companies with 1 clients and $957.84 million of assets under management. Among the 6 most similar advisory firms, Northwest Passage Capital Advisors has the highest percentage of insurance companies out of all clients.
The amount of regulatory assets under management is $1 billion for 2 clients. None of the firm’s clients are foreign persons or businesses.
Northwest Passage Capital Advisors doesn't advise any private funds.
The company employs 9 people that are either part- or full-time employees. 56 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Northwest Passage Capital Advisors LLC performs its advisory services is located at 172 N Broadway, Milwaukee, WI 53202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 414-755-0461 or by fax N/A. The normal business hours are 8 am - 5 pm cst on Monday - Friday. You can find more information about the New York firm at nwpcapital.com and its LinkedIn profile.